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  • FPA of Greater Phoenix September Chapter Meeting

FPA of Greater Phoenix September Chapter Meeting

  • Wednesday, September 24, 2014
  • 2:30 PM - 5:00 PM
  • Phoenix Country Club


2 hours CFP CEs

 “Personal Financial Planning for Divorce

Jeffrey H. Rattiner, CPA, CFP®, MBA, RFC

This two hour session will cover many divorce issues:  What is marriage and divorce?  Strategies during divorce. Income taxes: alimony and child support.  Divorce can be taxing.  Retirement strategies including retirement plans - 8 Critical Elements to Think About. Valuation issues.  Asset selection and investing.

Mr. Rattiner is president and chief executive office (CEO) of Rattiner’s Financial Planning Fast Track®, Inc. and The JR Financial Group, Inc. which is a multi-purpose holding company with offices in the Denver and Phoenix metro areas serving consumers and the financial services industry.  He has the following education, degrees and certificates:   Bachelor of Business Administration with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York; Master of Business Administration in Certified Public Accounting from Hofstra University;  Certified Financial Planner education from New York University;  Certified Financial Planner (CFP) Certificant with the CFP Board of Standards in Denver, CO; Certified Public Accountant in New York, Colorado and Arizona; Insurance Broker.

WEDNESDAY, September 24th

Chapter Meeting: 2:30 to 5:00 pm;

5:00-6:00 Social Hour

at Phoenix Country Club (7th St. & Thomas)

2 hours of CFP Continuing Education

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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